About Us

Our Firm

Simply stated, our mission is to develop a trusted, long term relationship with our clients based on a mutual understanding of the goals to be met and the means to meet them.  We place a high premium on servicing our clientele and will take all necessary steps to put their financial affairs in the best possible order.

 

We serve individuals and businesses in all areas of financial

planning, including:

 


  • Retirement planning - Making the 

    most of your employer-sponsored retirement plans and IRA's.

    Determining how much you need to retire comfortably. Managing

    assets before and during retirement.

     
  • Tax management - Looking for ways to

    reduce your current and future tax burden. Referring you to

    qualified tax specialists.

     
  • Estate planning - Reviewing your wills

    and trusts. Helping with beneficiary designations. Reducing exposure to

    estate taxes and probate costs. Coordinating with your tax

    and legal advisors.

     
  • Risk management - Reviewing existing

    insurance policies. Recommending policy changes when appropriate.

    Finding the best policy for your situation.

     
  • Education funding - Recommending investment

    and accumulation strategies to help you pay for your children's

    education.

     
  • Investments - Determining your asset

    allocation needs. Helping you understand your risk tolerance.

    Recommending the appropriate investment vehicles to help you

    reach and exceed your goals.

     
  • Employee and Executive benefits - Helping

    your business attract and retain qualified employees through

    benefit packages. We accomplish this by designing and implementing

     programs such as 401k Plans, Tax Sheltered Annuity plans,

    Group and Voluntary benefits, as well as, Executive Non-Qualified

    Deferred Compensation programs.



"Equitable Advisors does not provide legal and/or tax advice.  Please consult with your  tax/legal professionals regarding your particular circumstances."







     




 

Equitable Advisors is the brand name of AXA Advisors, LLC (Member FINRA, SIPC)

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com. Equitable Advisors is the brand name of AXA Advisors, LLC.

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Equitable Holdings, Inc. is a publicly traded corporation, and its subsidiaries are currently using trademarks including the "AXA" name, AXA logo and associated trademarks of AXA SA under license.

Link to equitable.com

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